Investor Management
Organize your clients and opportunities and stay connected the easy way
Keep Organized. Stay in Touch.
Our Investor Management module lets you organize your contacts and opportunities in one simple portal and prioritize your interaction to stay in touch easily and efficiently. Organize client profiles, tasks & appointments, leads & contacts, client onboarding, and more.
Currently, we are going through a complete redesign of the company. We are indeed digitalizing a lot of our operation and implementing new digital channels, using a lot of RPA solutions, and guaranteeing that our clients have the possibility to have better servicing on their own – have better communication with their relationship managers.
Thierry Battistini
CFO | Julius Baer
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